Exempt Market Dealer Services
EMD Essentials*
- Development of investment strategy, selection of securities instruments and terms.
- Debt or Equity product structuring.
- Develop and communicate compelling narratives in offering materials.
- Marketing and capital raising support.
- Investor processing including compliance and KYC.
- Offering Underwriting.
*Bizmark is currently registered in the provinces of Alberta and Ontario, Canada.
Capital Raising
- Leveraging Bizmark's expansive network of private equity contacts and and corporate partners to raise capital on a world-wide basis (including without limitation Canada, the US, Europe, and the Middle East).
- Debt and Equity sourcing from Accredited Investors, Institutional Investors, Venture Capital firms, Family Offices and Investment Funds.
- Private Placement Offerings of exempt market securities.
Funds
- Leading the creation, formation and structuring of Venture Capital Funds and Syndicates.
- Preparation of and management of deal documents.
- Deal and fee structuring.
- Ensuring fund compliance with regulations and securities laws.
- Harmonizing transaction stakeholders.
- Development of investment strategy and analysis of financial metrics.
Transaction Services
M & A Advisory
- Advise buyers and sellers on asset purchase/sale strategy terms, buyouts and financial considerations.
- Deal structuring and strategy.
- Selection of securities and terms.
- Selection of advisor team.
Asset Sale Structuring
- Seller or buyer representation.
- Development of asset sale or purchase strategy.
- Strategic or financial sale or shareholder/management buyout.
- Selection of asset sale or purchase terms.
Data Development & Reviews
- Development of or independent review of data room.
- Selection of deal documents, including compliance and privacy reviews.
- Due Diligence facilitation and implementation.
Private Client Services
Business Valuations
- Fairness opinions.
- Benchmarking industry standards and financial performance indicators.
- Enterprise value and pricing assessments.
Legal Reviews*
- Corporate risk assessments and legal opinions.
- Document review and creation including Letters of Intent, Purchase and Sale Agreements, and ancillary documents.
- Deal Negotiations and Legal Closing of Asset and Share Purchases.
- Intellectual Property evaluations and protection recommendations.
*Outsourced to Partner Law Firm
Restructuring & Growth
- Refinancing analysis and optimization of capital structure.
- Analysis and reorganization of corporate governance.
- Business planning and financial modelling.